JFS Wealth Advisors’s Grayscale Bitcoin Trust GBTC Stock Holding History

JFS Wealth Advisors’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.3K	Hold	359	–	–	﹤0.01%	819
2026 Q1	$18.9K	Hold	359	–	–	﹤0.01%	748
2025 Q4	$24.5K	Hold	359	–	–	﹤0.01%	690
2025 Q3	$32.2K	Hold	359	–	–	﹤0.01%	590
2025 Q2	$30.5K	Hold	359	–	–	﹤0.01%	563
2025 Q1	$23.4K	Buy	359 +75	+26%	+$5.53K	﹤0.01%	630
2024 Q4	$21K	Buy	284 +28	+11%	+$1.85K	﹤0.01%	632
2024 Q3	$12.9K	Sell	256 -27	-10%	-$1.31K	﹤0.01%	770
2024 Q2	$13.6K	Hold	283	–	–	﹤0.01%	697
2024 Q1	$16.2K	Buy	+283	New	+$12.5K	﹤0.01%	675

Other funds holding GBTC

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return